Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024


“Be greedy when others are fearful, and fearful when others are greedy.”
Warren Buffet’s old investment maxim is struggling for relevance in Europe’s frayed gas market. Greed and fear are becoming indistinguishable amid an accelerating geopolitical news cycle that is heaping fresh uncertainty onto an already delicate winter outlook. Investment funds see mostly upside risk from the increasingly volatile situation in Ukraine, and are positioning accordingly. But there could be a sting in the tail.

- ARTICLE STATS: 1,800 words, 8-min reading time, 13 charts and graphs